ATEB Financial Planning Software
Felcorp Support's ATEB outsourcing capability for financial planning practices. Dedicated paraplanning support.
Felcorp's ATEB capability
ATEB software capability is included as part of the following Felcorp service areas:
Felcorp Support is actively investing in developing our expertise on the ATEB platform as part of our commitment to expanding our UK and international financial planning capabilities. Our paraplanning teams are currently undergoing structured training across ATEB's financial planning, cashflow modelling, fact-finding, and document generation modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support UK-based advisory practices with financial plan construction and planning documentation within the ATEB environment.
Our teams are familiarising themselves with ATEB's planning modules, cashflow analysis tools, and reporting capabilities to deliver paraplanning support for UK and international advisory practices.
What is ATEB?
ATEB is a financial planning software platform designed for financial advisors in the UK market. The platform provides comprehensive tools for financial planning, cashflow modelling, fact-finding, advice document generation, and compliance support. ATEB supports the full advice lifecycle from client discovery through to ongoing servicing and review.
Key modules and components
- Cashflow planning and analysis
- Financial planning with integrated modelling
- Fact-finding and data collection
- Advice document generation
- Compliance tracking and audit trail
- Goal-based planning
- Pension and retirement modelling
- Tax-efficient planning tools
- Estate planning analysis
- Client engagement and reporting
For more information about ATEB, visit the official website at ateb.com.
